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Vanguard Small-Cap Growth ETF

1,077 hedge funds and large institutions have $10.2B invested in Vanguard Small-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 431 increasing their positions, 377 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $8.28M

14% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 377

0.92% less ownership

Funds ownership: 60.03%59.11% (-0.92%)

4% less funds holding

Funds holding: 1,1201,077 (-43)

18% less capital invested

Capital invested by funds: $12.4B → $10.2B (-$2.2B)

18% less funds holding in top 10

Funds holding in top 10: 5041 (-9)

26% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 89

Holders
1,077
Holders Change
-43
Holders Change %
-3.84%
% of All Funds
14.44%
Holding in Top 10
41
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18%
% of All Funds
0.55%
New
66
Increased
431
Reduced
377
Closed
89
Calls
$11.8M
Puts
$8.28M
Net Calls
+$3.5M
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$76.1M -$687K -2,480 -0.8%
Truist Financial
27
Truist Financial
North Carolina
$74.7M -$346K -1,250 -0.4%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$73.4M -$1.71M -6,153 -2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$72.7M +$873K +3,152 +1%
JP Morgan Chase
30
JP Morgan Chase
New York
$56.1M -$1.94M -7,010 -3%
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$55.1M +$5.7M +20,578 +10%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$55.1M +$1.12M +4,045 +2%
Mariner
33
Mariner
Kansas
$49.5M -$375K -1,352 -0.7%
Osaic Holdings
34
Osaic Holdings
Arizona
$48.4M -$14.1M -50,838 -21%
US Bancorp
35
US Bancorp
Minnesota
$44.5M -$4.11M -14,822 -8%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$44M +$2.36M +8,506 +5%
UCFA
37
United Capital Financial Advisors
Texas
$39.4M -$864K -3,119 -2%
SWA
38
Strategies Wealth Advisors
Michigan
$35.3M +$2M +7,203 +5%
Stifel Financial
39
Stifel Financial
Missouri
$34.7M +$942K +3,401 +3%
SFS
40
Summit Financial Strategies
Ohio
$34.3M -$697K -2,515 -2%
AWM
41
Avior Wealth Management
Nebraska
$33.9M +$1.37M +4,930 +4%
AFA
42
American Financial Advisors
Georgia
$33.5M -$833K -3,006 -2%
BFA
43
Bragg Financial Advisors
North Carolina
$31.7M +$1.42M +5,140 +4%
PAG
44
Private Advisor Group
New Jersey
$31.6M +$2.38M +8,583 +7%
RA
45
Rodgers & Associates
Pennsylvania
$31.6M +$1.45M +5,240 +4%
MFWP
46
Mosaic Family Wealth Partners
Missouri
$30.4M +$1.02M +3,699 +3%
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$29.2M -$194K -701 -0.6%
Creative Planning
48
Creative Planning
Kansas
$29.1M -$2.08M -7,495 -6%
NA
49
NewEdge Advisors
Louisiana
$28.7M -$1.33M -4,789 -4%
IWA
50
Inspirion Wealth Advisors
Illinois
$28.4M -$278K -1,004 -0.9%

VBK Hedge Fund Activity: Q1 2025 in Review

1,077 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2025, worth a combined $10.2B — down 18% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of VBK and 66 opened new positions — a net loss of 23 holders — while 377 trimmed existing stakes and 431 added.

The largest buyer was Royal Bank of Canada, adding an estimated $214M. The largest seller was Jones Financial Companies, cutting an estimated $351M.

  • 1,077 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2025, down from 1,120 in Q4 2024.
  • Funds reported $10.2B of Vanguard Small-Cap Growth ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 66 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2025 and 89 closed out, a net change of -23 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $214M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2025 was Jones Financial Companies, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2025.